NYSE$CNMD

Conmed Corp. · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Reported solid top- and bottom-line growth and margin expansion in Q1 2024.

CONMED Corporation reported solid financial results for the first quarter ended March 31, 2024, with expected top- and bottom-line growth and margin expansion. Full-year reported revenue is now expected to be between $1.330 billion and $1.355 billion, and adjusted diluted net earnings per share are expected to be in the range of $4.25 to $4.35.

  • Delivered expected top- and bottom-line growth.
  • Achieved margin expansion during the quarter.
  • Maintained a compelling and diverse portfolio.
  • Revised full-year revenue guidance to $1.330 billion to $1.355 billion due to currency headwinds.

Headline financials

Total Revenue

$312M

Previous: $295M+5.7%
EPS

$0.63

Previous: $0.66-4.5%
Adjusted Diluted EPS Growth

0.8%

No prior period
EPS Growth

0.6%

No prior period
Capital Expenditures

-$2.04M

Previous: -$4.25M+52.2%
Free Cash Flow

$17.7M

Previous: -$2.44M+825.8%
Net Income

$19.7M

Previous: $1.82M+983.5%
Operating Income

$35M

Previous: $12.7M+175.7%
Gross Profit

$172M

Previous: $155M+10.7%
Total Assets

$2.31B

Previous: $2.32B-0.5%
R&D Expense

$13.6M

No prior period
Stock-Based Comp

$6.24M

Previous: $5.73M+9.0%

Revenue & EPS history

Conmed · Revenue · Quarterly

$312M

Q1 2024+5.7%vs Q1 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Conmed · $277M total across 2 segments · Q2 2022

  • General Surgery
    $157M
  • Orthopedic Surgery
    $120M

Forward guidance

CONMED Corporation now anticipates full-year reported revenue to range between $1.330 billion and $1.355 billion. The company projects full-year adjusted diluted net earnings per share to be in the range of $4.25 to $4.35.

Headwinds

  • Expects incremental revenue currency headwinds of approximately $10 million.
  • Revised full-year reported revenue guidance to between $1.330 billion and $1.355 billion, compared to the prior guidance range of between $1.340 billion and $1.365 billion.
  • Expects full-year adjusted diluted net earnings per share in the range of $4.25 to $4.35, compared to its prior range of $4.30 to $4.40.
  • The adjusted diluted net earnings per share are impacted by incremental foreign currency headwinds.
  • Unable to present a quantitative reconciliation of expected diluted net earnings per share to expected adjusted diluted net earnings per share as unable to predict with reasonable certainty and without unreasonable effort the impact and timing of acquisition, integration and other charges.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-0.0%

Avg return

Earnings day

+0.4%

Avg return

5 days after

+3.0%

Avg return

30 days after

45%

29 / 65 earnings

Positive

+16.5%

Q1 2025

Best reaction

-18.5%

Q3 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.6%+1.9%-0.8%
Q4 2025-4.0%+0.3%+18.9%
Q3 2025-0.1%+0.6%-9.8%
Q1 2025+16.5%+13.8%+15.6%
Q4 2024-9.0%-12.1%-15.2%
Q3 2024+5.5%+9.0%+14.5%
Q2 2024-6.0%-5.6%+5.3%
Q1 2024-13.2%-5.7%+3.9%
Q4 2023-11.7%-13.0%-15.7%
Q3 2023-0.3%+3.1%+15.0%
Q2 2023-1.6%+0.8%-10.1%
Q1 2023+11.2%+9.2%+2.7%
Q4 2022+3.3%+6.4%+0.4%
Q3 2022-3.3%-1.0%+3.2%
Q2 2022-2.5%-4.5%-10.0%
Q1 2022-8.5%-19.2%-17.3%
Q4 2021+4.9%+11.0%+19.6%
Q3 2021+1.5%+2.0%-5.9%
Q2 2021+1.3%-0.2%-1.4%
Q1 2021+4.8%+7.0%+1.5%
Q4 2020-4.6%-6.1%+3.1%
Q3 2020+2.8%-3.9%+29.6%
Q2 2020+5.5%-0.4%+4.8%
Q1 2020+9.2%+0.5%+8.5%
Q4 2019-2.6%-4.7%-11.9%
Q3 2019+10.4%+12.9%+13.7%
Q2 2019+7.3%+4.5%+15.3%
Q1 2019+0.7%-2.6%+0.8%
Q4 2018+6.1%+4.9%+12.8%
Q3 2018-0.6%+1.3%+0.8%
Q2 2018+8.6%+5.5%+8.7%
Q1 2018+7.2%+5.3%+10.7%
Q4 2017+10.2%+7.1%+6.3%
Q3 2017+1.9%-2.7%+0.7%
Q2 2017-1.3%+1.3%-4.1%
Q1 2017+4.2%+6.9%+7.6%
Q4 2016-6.9%-4.0%-6.8%
Q3 2016+5.0%+3.3%+18.3%
Q2 2016-17.5%-16.9%-17.0%
Q1 2016-4.1%
Q4 2015-5.9%
Q3 2015-18.5%
Q2 2015-4.3%
Q1 2015+10.7%
Q4 2014-1.4%
Q3 2014+4.4%
Q2 2014-9.5%
Q1 2014-2.8%
Q4 2013+4.2%
Q3 2013-2.7%
Q2 2013+2.8%
Q1 2013-2.7%
Q4 2012+4.6%
Q3 2012+0.3%
Q2 2012-0.4%
Q1 2011+0.8%
Q1 2012-2.1%
Q1 2010-0.2%
Q4 2009-0.2%
Q4 2011-0.2%
Q3 2010-1.8%
Q3 2011-1.8%
Q2 2011-2.3%
Q4 2010-2.3%
Q2 2010-2.3%

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